Jake Harvey Email & Phone Number
AVP, Associate Regional Director @ LPL Financial
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Jake Harvey Location
- Boston, MA, US
Jake Harvey Work
- 2024 -now AVP, Associate Regional Director @
- 2023 -now Internal Regional Director @
- 2021 -2024 Assistant Vice President @
- 2020 -2021 Business Development Consultant @
- 2018 -2021 Internal Sales Consultant @
- 2015 -2017 Investment Consultant @
- 2014 -2014 Inbound Sales Specialist @
- 2013 -2013 Intern @ International Fund Services (NA) LLC, A State Street Company
Jake Harvey Education
- Colgate University
(History)
2010-2014 - The Taft School 2009-2010
- Duxbury High School 2005-2009
Jake Harvey Skills
- Risk Management
- Microsoft Office
- Investments
- Customer Service
- Bloomberg
- Microsoft Excel
- Microsoft Word
- Series 63
- Hedge Funds
- PowerPoint
- Research
- Social Media
- Public Speaking
- Finance
- Event Planning
- Teamwork
- Mutual Funds
- Financial Analysis
- Series 6
- Series 7
- Financial Services
Jake Harvey Summary
- Jake Harvey, based in Boston, MA, US, is currently a AVP, Associate Regional Director at LPL Financial. Jake Harvey brings experience from previous roles at LPL Financial, Brookwood Financial Partners, LLC, Boston Harbor Wealth Advisors and Beaumont Capital Management (BCM). Jake Harvey holds a 2010 - 2014 Colgate University. With a robust skill set that includes Risk Management, Microsoft Office, Investments, Customer Service, Bloomberg and more. Jake Harvey has 1 emails and 1 mobile phone numbers on RocketReach.
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